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W. P. Carey Inc.

WPC
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001025378

No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in W. P. Carey Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
768
+64 vs. Q3 2021
Shares held
113.4M
+2.07M (+1.9%) vs. Q3 2021
Total value
$9.31B
+$1.17B (+14.3%) vs. Q3 2021
New holders
137
286 more added
Sold out
73
197 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 768 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2021: $9.31B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$7.25B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2021.

Institutions holding WPC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC0$00.00%−3,888−100.0%Sold out
Capula Management Ltd0$00.00%−3,702−100.0%Sold out
West Family Investments, Inc.0$00.00%−3,688−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−3,679−100.0%Sold out
AXA S.A.0$00.00%−3,454−100.0%Sold out
Brio Consultants, LLC0$00.00%−3,255−100.0%Sold out
Meristem Family Wealth, LLC0$00.00%−3,216−100.0%Sold out
CIBC World Markets Inc.0$00.00%−3,202−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,166−100.0%Sold out
Fiduciary Planning LLC0$00.00%−3,142−100.0%Sold out
Maple Capital Management, Inc.0$00.00%−2,950−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−2,857−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,792−100.0%Sold out
Alhambra Investment Partners LLC0$00.00%−2,795−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−2,307−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−1,054−100.0%Sold out
Ironwood Financial, llc0$00.00%−962−100.0%Sold out
MCF Advisors LLC0$00.00%−891−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−719−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−703−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−416−100.0%Sold out
Credit Agricole S A0$00.00%−373−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−378−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−374−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−325−100.0%Sold out
Consolidated Planning Corp0$00.00%−314−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−300−100.0%Sold out
Better Money Decisions, LLC0$00.00%−303−100.0%Sold out
Asset Dedication, LLC0$00.00%−272−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−258−100.0%Sold out
Pacitti Group Inc.0$00.00%−200−100.0%Sold out
Hudock, Inc.0$00.00%−200−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−197−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−152−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−100−100.0%Sold out
Avion Wealth0$00.00%−100−100.0%Sold out
Bartlett & Co. LLC0$00.00%−40−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−40−100.0%Sold out
Certified Advisory Corp0$00.00%−22−100.0%Sold out
Perkins Coie Trust Co0$00.00%−20−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−15−100.0%Sold out
HighPoint Advisor Group LLC––––Not filed
Sonora Investment Management, LLC––––Not filed
New England Investment & Retirement Group, Inc.––––Not filed
Marshall Wace North America L.P.––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
Knott David M––––Not filed
World Asset Management Inc––––Not filed
Cascadia Advisory Services, LLC––––Not filed
Ameritas Investment Company, LLC––––Not filed
Filbrandt Wealth Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Wealth Quarterback LLC––––Not filed